Unified Wealth Management, LLC
Connecticut
Registered In
06/13/2022
Incorp. Date
Company Summary
Unified Wealth Management, LLC at 180 Post Rd E STE 200, Westport, Ct 06880 lists Richard Boehm of Westport, CT as the associate.
Overview
Registered In
Connecticut
Incorporation Date
Company Type
Llc
Status
Active
Registration Type
Domestic
Website
Email
*************@unifiedwealth.net
Search Other Resources
People
|
Richard Boehm
Registered Agent
|
180 POST RD E STE 200, WESTPORT, CT 06880
22 PUMPKIN HILL RD, WESTPORT, CT 06880
|
|
|
Richard Boehm
|
180 POST RD E STE 200, WESTPORT, CT 06880
22 PUMPKIN HILL RD, WESTPORT, CT 06880
|
Map & Locations
|
180 POST RD E STE 200, WESTPORT, CT 06880
View Map
|
Financials
Financial Information for Unified Wealth Management, LLC
Form 5500
UNIFIED WEALTH MANAGEMENT, LLC
180 Post Road E, Suite 200, Westport, Ct 06880 (203) 442-6752 EIN:35-2242918 Plan Admin:Richard Boehm| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameUNIFIED FINANCIAL SERVICES, LLC 401K PLAN Plan #001 Participants BOY/EOY7 / 5 Assets BOY/EOY$1,020,982 / $1,362,732 | 2023 | UNIFIED FINANCIAL SERVICES, LLC 401K PLAN - Plan #001 | 7 / 5 | $1,020,982 / $1,362,732 |
| 2023 | Plan NameUNIFIED FINANCIAL SERVICES, LLC DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$915,630 / $1,174,949 | 2023 | UNIFIED FINANCIAL SERVICES, LLC DEFINED BENEFIT PLAN - Plan #002 | 4 / 4 | $915,630 / $1,174,949 |
| 2022 | Plan NameUNIFIED FINANCIAL SERVICES, LLC 401K PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$1,377,026 / $1,020,982 | 2022 | UNIFIED FINANCIAL SERVICES, LLC 401K PLAN - Plan #001 | 7 / 7 | $1,377,026 / $1,020,982 |
| 2022 | Plan NameUNIFIED FINANCIAL SERVICES, LLC DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY5 / 4 Assets BOY/EOY$976,045 / $915,630 | 2022 | UNIFIED FINANCIAL SERVICES, LLC DEFINED BENEFIT PLAN - Plan #002 | 5 / 4 | $976,045 / $915,630 |
| 2021 | Plan NameUNIFIED FINANCIAL SERVICES, LLC 401K PLAN Plan #001 Participants BOY/EOY8 / 7 Assets BOY/EOY$1,185,984 / $1,377,026 | 2021 | UNIFIED FINANCIAL SERVICES, LLC 401K PLAN - Plan #001 | 8 / 7 | $1,185,984 / $1,377,026 |
Benefit & Retirement Plans based on Form 5500.
Linked Companies
Address Match:180 Post Rd E Ste 200 Westport, CT
|
Qrsfm Inc.
Registered in Connecticut
|
Westport, CT | View Report |
Related Business Names:
|
Unified Wealth Management LLC
Registered in New York
|
Staten Island, NY | View Report | |
|
Unified Wealth Management LLC
Registered in Florida
|
Oldsmar, FL | View Report | |
|
Unified Wealth Management LLC
Registered in Texas
|
Lakeway, TX | View Report |
Address Match:180 Post Rd E Westport, CT
|
Benson/Quinlan Insurance Agency, Inc.
Registered in Connecticut
|
Westport, CT Wilmington, NC | View Report | |
|
Buena Vista Capital, LLC
Registered in Connecticut
|
Westport, CT | View Report | |
|
Mancini Westport, LLC
Registered in Connecticut
|
Southport, CT Westport, CT | View Report | |
|
16 Woodhill Road, LLC
Registered in Connecticut
|
Weston, CT Westport, CT | View Report | |
|
23 Bayberry Lane, LLC
Registered in Connecticut
|
Weston, CT Westport, CT | View Report | |
|
24 Owenoke Park, LLC
Registered in Connecticut
|
Weston, CT Westport, CT | View Report | |
|
5 Country Road, LLC
Registered in Connecticut
|
Weston, CT Westport, CT | View Report | |
|
New Amsterdam Asset Management, Inc.
Registered in Connecticut
|
Weston, CT Westport, CT | View Report | |
|
Person to Person Teleservices, LLC
Registered in Connecticut
|
Stamford, CT Westport, CT | View Report | |
|
Alerie Answering Service, Inc.
Registered in Connecticut
|
Stamford, CT Westport, CT | View Report | |
|
Comprehensive Psychiatry of Westport LLC
Registered in Connecticut
|
New York, NY Westport, CT | View Report | |
|
Shore Point Acupuncture LLC
Registered in Connecticut
|
Fairfield, CT Westport, CT | View Report | |
|
Thinkreverse LLC
Registered in Connecticut
|
Norwalk, CT Westport, CT | View Report | |
|
Del Oro Holdings, L.C.
Registered in Florida
|
Tallahassee, FL Westport, CT | View Report | |
|
Connoisseur Media of Bismarck, LLC
Registered in North Dakota
|
Bismarck, ND Westport, CT | View Report | |
|
Connoisseur Media, LLC
Registered in North Dakota
|
Bismarck, ND Westport, CT | View Report | |
|
Seven Bridge Capital, LLC
Registered in Connecticut
|
Hartford, CT Westport, CT | View Report | |
|
Bizautomation.Com, Inc.
Registered in California
|
Westport, CT (1 more) | View Report | |
|
At Work Entertainment, Inc.
Registered in Missouri
|
Branson, MO Westport, CT | View Report |
Sources
The following government agencies have contributed data:
• Connecticut's Official State Website • U.S. Department of Labor
Have questions?
You can easily find answers to common questions on the Frequently Asked Questions page.
You can easily find answers to common questions on the Frequently Asked Questions page.
IncTrace, LLC is not a consumer reporting agency as defined by the Fair Credit Reporting Act, 15 USC § 1681 et seq, (“FCRA”). We prohibit the use of this website or any information derived from it to make any determinations regarding employment, consumer credit, insurance, tenant screening, or any other purpose that would require FCRA compliance.
© 2026 IncTrace, LLC
Delaware, United States
Delaware, United States